AI Chip Supply Eases, NVIDIA H100 GPU Supply Issues Begin to Resolve
The delivery time for NVIDIA H100 GPU has been shortened to 3-4 months, and some companies have begun reselling excess H100 80GB processors. Demand for AI chips still exceeds supply, and cloud service providers offer on-demand rental services for H100 GPUs. Prices for NVIDIA H100 and similar processors have not decreased, and companies are placing more emphasis on pricing and procurement rationality. The AI sector may witness a more balanced market landscape.